大华股份(002236) - 2023年5月26日投资者关系活动记录表

Group 1: Company Strategy and Development - The company aims to leverage high performance to drive business growth and development in 2023, focusing on the importance of data as a key productivity driver in the context of a digital China [2] - The company is committed to high-quality development, multi-dimensional ecological construction, and refined management, enhancing product competitiveness through AI technology [2] - The company expects to recover from the low point of 2022, aided by the development of AI large models and strong partnerships [2] Group 2: Industrial Robotics and Machine Vision - The subsidiary, Huarui Technology, focuses on industrial applications of machine vision and mobile robots, providing automation solutions across various industries [2] - The company has achieved significant automation in its production base, reducing the number of workers and lowering skill requirements [2] - Huarui Technology aims for better growth in machine vision this year compared to last year, with a complete end-to-end solution from hardware to algorithms [2] Group 3: AI Technology and Productivity Enhancement - The evolution of GPT technology signifies a paradigm shift in AI, enhancing productivity in the smart IoT sector through improved generalization and accuracy [3] - The integration of large models with industry-specific attributes is crucial, potentially creating specialized models that understand industry characteristics [3] - Future visual large models are expected to possess generalization capabilities, collaborating with industries to form new production power based on intelligent forms [3] Group 4: Ecosystem and Partner Collaboration - The company emphasizes value return and ecological win-win strategies, focusing on supporting small and medium enterprises to enhance market penetration [3] - The company plans to strengthen partner capabilities and resource sharing to achieve high growth and quality development for partners [4] - The software ecosystem strategy aims to establish a partner system and win-win mechanism, facilitating business sharing and mutual trust among partners [4] Group 5: Digital Marketing and Support - The company utilizes a digital marketing service platform to streamline partner customer acquisition and project execution [4] - The platform supports partners in listing products and sharing resources, enhancing service ecosystem collaboration [4] - Continuous training and support are provided to partners to lower learning costs and ensure efficient utilization of the company's software capabilities [4]